Thank you for another successful conference!

Thank you to all the sponsors, speakers, and attendees who made our 2021 virtual conference a success! Mark your calendars for the 2022 conference, live and in person, on May 12th. To learn about sponsor opportunities, contact Brenda Campbell at (414) 310-5920 or

“The conference is a great opportunity to gain actionable investment insight from the best-of-the-best in the industry. Even better, proceeds from the event help to promote financial literacy here at home. I’ve attended for years and wouldn’t miss it!”

– Duane McAllister, CFA, managing director
& senior portfolio manager, Baird Advisors

See you in 2022!

Thursday, May 12

Information on speakers coming soon!